Dashboard Templates
Choose the right starter layout when creating a dashboard.
Dashboard templates give you a working layout immediately. You can still add, remove, configure, duplicate, resize, and move widgets after the dashboard is created.
Choose the template for the audience, not the module. A finance user may still need CRM or project widgets if their review depends on pipeline or delivery status.
Blank
Use Blank when you already know the exact widgets you want. Blank dashboards start with no widgets, so they are useful for highly specific team views.
Blank is also useful when you are building a dashboard for a narrow role, such as collections, support triage, delivery workload, or owner-only finance review.
Sales
Use Sales for pipeline review and follow-up work. It starts with CRM stats, sales pipeline, active deals, recent activities, and a revenue chart.
This template is useful for:
- Weekly pipeline reviews
- Sales manager dashboards
- Deal follow-up routines
- Owner visibility into open opportunities
Finance
Use Finance for revenue and collection review. It starts with finance stats, revenue versus expenses, expense breakdown, and recent invoices.
This template is useful for:
- Owner finance reviews
- Accounts receivable checks
- Monthly expense review
- Invoice collection routines
Operations
Use Operations for daily execution. It starts with workspace stat cards, tasks overview, and quick insights.
This template is useful for:
- Daily standups
- Operations check-ins
- Service delivery reviews
- Open-work triage
Leadership
Use Leadership for a high-level business view. It starts with stat cards, revenue chart, finance stats, project stats, and CRM stats.
This template is useful for:
- Founder or owner dashboards
- Management meetings
- Business health checks
- Cross-team reviews
After Choosing A Template
Treat the template as a starting point:
- Remove widgets your team will not use.
- Add module-specific widgets for the role.
- Configure periods and grouping.
- Rename the dashboard for the audience.
- Check permissions before sharing it broadly.
- Refresh and confirm the data matches the source modules.
If a template creates too much noise, duplicate it and create a focused version instead of asking everyone to ignore irrelevant widgets.
After creating from a template, review it with one real source record from each important widget. This catches empty or misleading widgets before sharing.
Pick By Meeting Rhythm
Choose the template that matches the meeting or decision the dashboard supports:
- Sales standups need deal movement, stale follow-ups, and activity widgets.
- Finance reviews need receivables, expenses, payment status, and invoice widgets.
- Operations reviews need open work, overdue tasks, project load, and delivery visibility.
- Leadership reviews need fewer widgets with broader totals and trend charts.
If one dashboard tries to serve every meeting, create separate dashboards for the teams instead of overloading a single layout.
Clean Up Template Noise
Remove any widget that the audience will not act on. A smaller dashboard with trusted data is better than a large dashboard where users learn to ignore half the page.
For shared dashboards, confirm permissions and source-module access before sharing. Users without access to the underlying module may see less data than the dashboard creator.